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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
951
Sagespring Wealth Partners
Tennessee
$4.66M -$1.98M -7,413 -30%
RWM
952
RBA Wealth Management
California
$4.61M +$42.8K +160 +1%
FHA
953
First Horizon Advisors
Tennessee
$4.6M -$276K -1,032 -6%
QCM
954
Qsemble Capital Management
New York
$4.59M -$6.35M -23,751 -59%
SCP
955
Sandhill Capital Partners
New York
$4.58M +$18.2K +68 +0.4%
PAM
956
Pegasus Asset Management
New York
$4.55M +$78.1K +292 +2%
OL
957
Optas LLC
Texas
$4.53M -$63.1K -236 -1%
SF
958
Summit Financial
New Jersey
$4.51M -$4.1M -15,322 -48%
FRA
959
Frank Rimerman Advisors
California
$4.51M -$237K -886 -5%
AWM
960
Avior Wealth Management
Nebraska
$4.51M +$375K +1,402 +9%
WPC
961
Wedmont Private Capital
Pennsylvania
$4.51M -$44.6K -167 -1%
GC
962
Garde Capital
Washington
$4.51M -$426K -1,595 -9%
ACM
963
Aljian Capital Management
Nevada
$4.5M -$16K -60 -0.4%
LW
964
Linscomb Wealth
Texas
$4.5M +$142K +530 +3%
RWA
965
Roberts Wealth Advisors
California
$4.49M +$98.7K +369 +2%
GRP
966
Global Retirement Partners
California
$4.49M +$4.4M +16,459 New
CCA
967
Checchi Capital Advisers
California
$4.46M -$260K -973 -6%
TFS
968
Thoroughbred Financial Services
Tennessee
$4.46M -$1.59M -5,964 -27%
TCCM
969
Timber Creek Capital Management
Massachusetts
$4.46M +$117K +438 +2%
ERSOT
970
Employees Retirement System of Texas
Texas
$4.45M +$4.36M +16,315 New
SPG
971
Strategic Planning Group
Utah
$4.44M +$309K +1,156 +8%
PCM
972
Parsons Capital Management
Rhode Island
$4.43M -$20.1K -75 -0.5%
CC
973
Centiva Capital
New York
$4.43M +$1.99M +7,435 +85%
FFWA
974
FRG Family Wealth Advisors
Washington
$4.41M -$78.9K -295 -2%
CCMG
975
Clark Capital Management Group
Pennsylvania
$4.4M +$688K +2,573 +19%
37 38
39
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